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SFBC

Sound Financial Bancorp

26 hedge funds and large institutions have $36.8M invested in Sound Financial Bancorp in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

8% more funds holding

Funds holding: 2426 (+2)

8% more capital invested

Capital invested by funds: $34.2M → $36.8M (+$2.68M)

0.64% more ownership

Funds ownership: 39.08%39.72% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
6
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$7.75M
FCM
2
FJ Capital Management
Virginia
$7.24M +$352K +10,000 +5%
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.75M +$273K +7,760 +6%
WA
4
Wasatch Advisors
Utah
$4.33M
MI
5
M3F Inc
Utah
$3.55M -$10.6K -300 -0.3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.07M
OC
7
Oppenheimer & Close
New York
$1.72M
BCM
8
BHZ Capital Management
California
$1.42M -$4.12K -117 -0.3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.36M -$10.2K -289 -0.8%
WSL
10
Western Standard LLC
California
$740K +$48K +1,363 +7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$423K +$10.6K +300 +3%
SCP
12
Seizert Capital Partners
Michigan
$420K
BFIM
13
Beese Fulmer Investment Management
Ohio
$367K +$95.1K +2,700 +36%
FI
14
Financial Insights
Washington
$316K
EC
15
EJF Capital
Virginia
$213K -$7.61K -216 -4%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$71K
TCM
17
Tradewinds Capital Management
Washington
$36K
UBS Group
18
UBS Group
Switzerland
$27K -$18.3K -519 -41%
BlackRock
19
BlackRock
New York
$26K
Wells Fargo
20
Wells Fargo
California
$7K -$2.11K -60 -23%
PAM
21
Panagora Asset Management
Massachusetts
$5K +$5.14K +146 New
TRCT
22
Tower Research Capital (TRC)
New York
$2K -$2.39K -68 -52%
Bank of America
23
Bank of America
North Carolina
$1K +$528 +15 +750%
Deutsche Bank
24
Deutsche Bank
Germany
-$13K -400 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
+$35 +1 New

SFBC Hedge Fund Activity: Q3 2019 in Review

26 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Sound Financial Bancorp (SFBC) for Q3 2019, worth a combined $36.8M — up 7.8% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SFBC positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $352K. The largest seller was UBS Group, cutting an estimated $18.3K.

  • 26 institutional investors held Sound Financial Bancorp (SFBC) as of Q3 2019, up from 24 in Q2 2019.
  • Funds reported $36.8M of Sound Financial Bancorp stock for Q3 2019, up 7.8% quarter-over-quarter.
  • 3 funds opened new Sound Financial Bancorp positions in Q3 2019 and 1 closed out, a net change of +2 holders.
  • The largest Sound Financial Bancorp buyer in Q3 2019 was FJ Capital Management, an estimated $352K added.
  • The largest Sound Financial Bancorp seller in Q3 2019 was UBS Group, an estimated $18.3K sold.

Based on aggregated 13F filings for Q3 2019.